Chart of the week: apples and pears
Unless you’ve been living under a rock for the past twelve months, you can’t have missed witnessing one of the strongest gold rallies in recent decades. The number of parroted stories about gold has exploded, often relying on the same comparison. Yet it’s exactly that comparison which shows that not everyone sees the golden bull in the right perspective.
Morningstar: Colchester Global Investors vs MFS Asset Management
Top rated firms come in all shapes and sizes. Colchester Global Investors and MFS Asset Management have different specialties and histories. Both stand out for their commitment to putting investors’ interests first. This earns them both a Morningstar Parent Pillar rating of High.
BLI reshuffles fund management leadership, Wagner remains CIO
This week’s people moves feature appointments at Banque de Luxembourg Investments (BLI), FE fundinfo, Swissquote, UBP, Baillie Gifford, Mapfre, Robeco, and SFO Alliance.
‘Don’t underestimate the homework in private investments’
As institutional investors worldwide increase their exposure to private markets, a trio of Belgian institutions offered a timely reminder that success in the asset class depends as much on discipline as on opportunity.
Waste as the price of innovation
There’s an ongoing debate about whether artificial intelligence is in a bubble. The more important question is whether that’s necessarily a bad thing.
Over 1 billion euro in Robeco’s active ETFs
About a year after launching its first active ETFs, Robeco has attracted more than 1 billion euro in assets. Four of the six listed index trackers now hold over 100 million euro each—a key threshold for institutional investors.
Major banks bet on infrastructure as a building block in private markets
Within private markets, interest in infrastructure is growing. Both ING and Rabobank are positioning this investment category as a “building block” in their private markets offerings. Goldman expects a larger asset allocation from institutional investors in the coming years.
The new Cold War runs on artificial intelligence
Anna Rosenberg of Amundi Investment Institute says the same forces that once drove nuclear and space spending now fuel an expensive, open-ended struggle for technological supremacy.
ING aims to double its wealth operations
ING wants to double its activities in private banking, wealth management, and investments by offering these services globally. In recent months, the bank introduced private banking in Poland.
Chart of the week: what’s expensive?
Now that Trump has been taking things a bit easier over the past few weeks, stock valuations have become the topic dominating the markets. Market commentators are tripping over each other to declare how wildly overvalued the big tech names supposedly are. It’s a lot of parroting, really, while the actual numbers tell a more nuanced story.